Tired of saying “No” because you just don’t “know”?

Every CFO has been there - facing pressure to approve budgets and investments while navigating uncertainty. Without clear visibility into real-time sales and marketing data, decisions become cautious, forecasts stay conservative, and “No” becomes the default answer.

But what if you could shift from reactive to proactive decision-making? What if you could confidently say “Yes” with data-backed certainty?

Join this live session to learn how AI-powered financial planning can turn static models into dynamic forecasts - giving you the confidence to say “Yes” more often.

Don't worry if you can't attend live, register and we'll send you the recording.

Discover how integrating real-time sales and marketing data can transform decision-making, optimize resource planning, and eliminate uncertainty.

What you'll learn?

  • Increase forecast accuracy by seamlessly integrating sales and marketing data from platforms like Salesforce, HubSpot, and other CRMs.
  • Overcome data challenges with a finance-first approach that translates raw insights into meaningful business intelligence.
  • Enhance decision-making with AI-driven modeling that aligns financial plans with real-time pipeline and customer behavior trends.

The challenges we’ll tackle:

  • Lack of visibility: Finance teams struggle to access live sales and marketing data, leading to unreliable forecasts.
  • The cycle of “No”: Uncertainty forces CFOs to default to rejection, creating misalignment between Finance, Sales, and Marketing.
  • Outdated financial modeling: Static, reactive models prevent businesses from being agile and seizing growth opportunities.

Meet the experts

Darrell Cox
CFO, Una Software
With over 25 years of leadership experience, Darrell has built and scaled high-performing teams, driving growth and results in early and growth-stage companies. He has played pivotal roles in many companies, including Vena Solutions, FreshBooks, Virgin Mobile, Wind Mobile, and others, shaping their success through strategic leadership and execution.

Clayton Ramnarine
CEO, Una Software
With over 20 years of experience in the software industry, Clayton has held key roles across professional services, sales, sales leadership, and as a Chief Sales Officer. As both an individual contributor and revenue leader, he has played a pivotal role in scaling successful software companies, including Prophix, Vena Solutions, and PartnerStack.